Meredith Wealth Planning Purchases and Sells in Q4 2024

Meredith Wealth Planning

$224 Billion
Q4 2024

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGE	30.5K + 58.03%	N/A	82.9K $6B
VOO	3.47K + 288.06%	$521.84 - $558.82 $1.81M - $1.94M	4.68K $2.52B
VTI	5.44K + 138.67%	$280.04 - $302.45 $1.52M - $1.65M	9.36K $2.71B
AVUV	12.9K + 2.82%	$94.37 - $106.41 $1.22M - $1.37M	470K $45.4B
AMERICAN CENTY ETF TR	33.1K + 9.47%	N/A	383K $23.3B
DUHP	38.9K + 5.66%	$33.62 - $35.69 $1.31M - $1.39M	727K $24.6B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDQ	16.1K New	$25.0 - $25.11 $403K - $405K	16.1K $404M
SMH	1.5K New	$238.25 - $261.28 $356K - $391K	1.5K $362M
WMT	2.63K New	$79.1 - $95.7 $208K - $251K	2.63K $237M
BRK-B	512 New	$442.29 - $483.08 $226K - $247K	512 $232M
DOCU	2.57K New	$61.42 - $106.99 $158K - $274K	2.57K $231M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	-2.13K - 11.14%	$77.86 - $79.27 $166K - $169K	17K $1.32B
VTEB	-1.99K - 4.98%	$49.79 - $51.14 $98.9K - $102K	37.9K $1.9B
AGS	-4.79K - 11.17%	$11.41 - $11.71 $54.7K - $56.1K	38.1K $439M
MSFT	-40 - 1.6%	$406.35 - $454.46 $16.3K - $18.2K	2.46K $1.04B
DFAT	-26 - 0.13%	$54.54 - $61.04 $1.42K - $1.59K	19.8K $1.1B
AVUS	-140 - 0.21%	$94.36 - $102.06 $13.2K - $14.3K	67.3K $6.52B

Activity Summary All Purchases 41 New Holdings 5 Increased Positions 36 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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